Cannon Wealth Management Services, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 147,835
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 85 | 147,835 | 13F-HR | Cannon Wealth Management Services, LLC |
| Q4 2025 | 1/27/2026 | 83 | 141,670 | 13F-HR | Cannon Wealth Management Services, LLC |
| Q3 2025 | 11/10/2025 | 82 | 132,096 | 13F-HR | Cannon Wealth Management Services, LLC |
| Q2 2025 | 7/23/2025 | 80 | 122,358 | 13F-HR | Cannon Wealth Management Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.81 K | 27.6% | 0 | 67.83 K | -67.83 K |
| ETFs | 100.2 K | 67.7% | 73.81 K | 0 | 73.81 K |
| Debt | 6.878 K | 4.7% | 189 | 0 | 189 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
147,835
Holdings
85
QoQ value change ($000)
6,165
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.